The Chartered Institute for Securities and Investment

Registered charity 1132642 Registered since 2009

Operates: Throughout England And Wales, China, India, Ireland, Singapore, Sri Lanka, United Arab Emirates, Scotland, Northern Ireland, Australia, New Zealand

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.

trustees on the board

4.5y median 4y

average tenure

11y

longest tenure

trustees past 6 years

average years in governance

12 vs 1 portfolio

first-time trustees

company-linked trustees

Sector coverage

Education/training 14General Charitable Purposes 1Other Charitable Purposes 1Religious Activities 1

Commercial experience

Business services 6Finance 6Property 6

Boards that share trustees

Heart of the City of London Limited 1 shared trustee
ST Lawrence Jewry Guild Church Council 1 shared trustee
The British Council 1 shared trustee

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Related organisations

Heart of the City of London Limited 1 shared trustee
ST Lawrence Jewry Guild Church Council 1 shared trustee
The British Council 1 shared trustee
Quadram Institute Bioscience Similar size; both Education
The Portsmouth Grammar School Similar size; both Education
ST Catherine's School Bramley Similar size; both Education

Boards that overlap with this one through shared trustees, or govern in the same field. Deterministic, from public records.

Contact

Website	www.cisi.org
Email	info@cisi.org
Phone	02076450603
Address	20 FENCHURCH STREET, LONDON, EC3M 3BY

Finances

£20,445,992 latest income

Year	Income	Spending
2021	£13,384,749	£13,962,664
2022	£17,031,854	£17,320,383
2023	£19,014,375	£16,502,440
2024	£19,218,620	£18,282,503
2025	£20,445,992	£20,265,913

What it does

What

Education/training

Who

The General Public/mankind

How

Acts As An Umbrella Or Resource Body

Charitable objects

TO PROMOTE FOR THE PUBLIC BENEFIT THE ADVANCEMENT AND DISSEMINATION OF KNOWLEDGE IN THE FIELD OF SECURITIES AND INVESTMENTS, TO DEVELOP HIGH PROFESSIONAL, EDUCATIONAL AND ETHICAL STANDARDS FOR PRACTITIONERS IN SECURITIES AND INVESTMENTS AND TO PROMOTE SUCH STANDARDS IN THE UNITED KINGDOM AND OVERSEAS, AND TO ACT AS AN AUTHORITATIVE BODY FOR THE PURPOSE OF CONSULTATION AND RESEARCH IN MATTERS OF EDUCATIONAL OR PUBLIC INTEREST CONCERNING SECURITIES AND INVESTMENTS.

Governing document: ROYAL CHARTER 9 OCTOBER 2009 as amended by an Order in Council on 21 Jul 2021

Trustees (14)

14trustees

58median age

0aged 70+

Michael Cole-Fontayn Chair since 2018
Catherine Sidony Mcguinnes since 2022
Clair Victoria Mills since 2019
Claire Michelle Perryman since 2015
Graham Nicoll since 2020
Ian Christopher Clark since 2023
Jane Elizabeth Orde Valls CSK since 2020
Kottage Don Nandika Buddhipala since 2022
Neil Atkinson since 2024
Nicholas Anthony Garnish since 2025
Robert Charles Hughes-Penneyage 58 since 2020
Rosemary Pema Glazebrookage 57 since 2025
Susan Daniel Goriel since 2025
Sushil Kumar Salujaage 59 since 2023

Connected charities (3)

ST Lawrence Jewry Guild Church Council 1 shared trustee
The British Council 1 shared trustee
Heart of the City of London Limited 1 shared trustee

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